Tax Return Exploratory Intake Form
All information is confidential, and no obligation to engage for services.
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Name
*
First
Last
Business Name
Number Approximate before
Phone Number
*
Email
*
Anything you'd like us to know before we contact you?
Feel free to mention businesses, rentals, K-1's, crypto, prior IRS notices, or timing needs.
How can we help you?
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Individual Taxation
Small Business Taxation
Bookkeeping
CPA Review of Self-Prepared Return
IRS or State Tax Notice(s)
Not Sure Yet (Address in Comment Section if Desired)
Which best describes your situation
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W-2 (or multiple) Only
W-2 (or multiple) + Brokerage Statements
Small Business Owner / Self-Employed
Rental Property
More complex (multiple entities, rentals, etc.)
Potential Itemized Deductions
Other Scenario(s) -- (Address in Comment Section if Desired)
Approximate Annual Income (Optional)
Under $75K
$75K - $150K
$150K - $300K
$300k+
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